Our Team
We all share a desire to work in partnership with you in planning, implementing and protecting your lifestyle and financial goals. These are the key drivers of our passion and commitment to you.
Our Owners & Partners
Michael Chalmers CFP
®
Founder, Principal Financial Planner
B.Bus (FinPlan), DipFP
Oliver Ladd CFP
®
Partner, Principal Financial Planner
ADFS FP, B.AppSc
Jacky Chalmers
Co-Founder &
Managing Partner of Strategy & Operations
B.Bus (Ec&Fin), DipFP
Meet Our Financial Planners
Michael Chalmers CFP
®
Founder, Principal Financial Planner
B.Bus (FinPlan), DipFP
"For me, it's all about those life changing conversations with people, and seeing them prosper as a result."
Oliver Ladd CFP
®
Partner, Principal Financial Planner
ADFS FP, B.AppSc
"It is great to connect with real people and help them make smart decisions when it comes to their money so they can live well."
Demelza Lister AFP
®
Senior Financial Planner
B.Bus (Mgt), ADFP
"I love that I can make a real difference in people's lives, guiding them to financial freedom."
Gavin Napier
Senior Financial Planner
CA DipFP
Gavin's lessons from bike riding has taught him that every financial plan is not just a route to wealth, but a path to well-being.
Kate O'Dwyer AFP
®
Financial Planner
B.Bus, GradDipFP
"I love being able to work with a fantastic team to help our clients plan for success and a comfortable future."
Craig Brinsdon AFP
®
Senior Financial Planner
B.Comm, GradDipFP
"Knowing that my help and guidance can be the difference between just dreaming about your goals and actually achieving them is a great motivator."
Our Associates, Client Services Managers & Administrators
Client Services Managers
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Kelly Tucker (Dip. Acc)
Rebecca Pungitore
Sherree Snoodyk (DipFP)
Canela Vega
Stevie-Rose Wainohu
Anne Flowers (Adv DipFP)
Pranjali Hajela (B.Bus)
​
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Our Client Services Managers are your primary contact for appointments, general enquiries and follow ups, progress reports, working closely with you and your adviser.
Reception &
Client Service Administrators
Bree Leahy
Charmaine Buot (B. Bus)
Cherie Araneta (B. Bus)
MJ Sagarino (B. Bus)
Catherine Manchavez (B.Bus)
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Our Client Service Administrators are our primary resource for data collection, data entry and reporting, working in tandem with our Client Services Managers.
Associates & Paraplanners
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Lisa Ciancio CFP
BBus CFP(FP), Grad Cert L&T(HE), MFinPlg)
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Shinea Sali (B.Bus Acc)
Helvetica Light is an easy-to-read font, with tall and narrow letters, that works well on almost every site.
Our Associates and Paraplanners work with advisers for strategy development, modelling and advice preparation.
Practice Development & Operations
Anne Flowers (Adv DipFP) - Pracice Development Manager
Rebecca Pungitore - Operations Assistant
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Our Practice Development and Operations Assistant helps oversees the overall business and compliance operations, as well as systems and processes to help us help you.
